Edelweiss Mid Cap - Direct Plan - Growth Option

Scheme Type
Open-ended
Scheme Category
Mid Cap
Benchmark Type
Nifty Free Float Midcap 100 In
Scheme AUM (in Crs.)
₹ 758.47
Expense Ratio
0.83%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 14161
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
27.027
(0.1 %)
NAV as on 2018-12-17
Returns
Fund
Edelweiss Mid Cap - Direct Plan - Growth Option
1 Year
-11.1%
3 Year
10.55%
5 Year
23.81%
AMC Details
amc launch date
Launch Date
30 Apr 2008
amc sponsor
Sponsor
NA
amc email
Email
investor.amc@edelcap.com
amc phone
Phone
022 - 40979900
amc address
Address
5th Floor, One Indiabulls Centre,Tower 1, 841,Senapati Bapat Marg, Mumbai - 400 013
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
High
Exit Load
Exit load of 1% if redeemed within 12 months
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.
Suitability
Long term capital growth.
• Investments predominantly in equity and equity related securities focused on smaller companies(generally, the universe will be the companies constituting the bottom fourth by way of market capitalization of stocks listed on the National Stock Exchange or Bombay Stock Exchange.)
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,809
Portfolio Value
-191
Total Returns